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Mark Sheptoff Financial Planning’s NiSource NI Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio NI Stock Details NI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$232K Buy
5,750
+250
+5% +$10.1K 0.12% 90
2025
Q1 		$220K Buy
5,500
+100
+2% +$4.01K 0.12% 84
2024
Q4 		$199K Hold
5,400
– – 0.11% 92
2024
Q3 		$187K Buy
+5,400
New +$187K 0.1% 96